Creating the Recurring Event Opportunity

A recurring event opportunity is created in the same manner as other opportunities. However, when you create a recurring opportunity, you cannot select a property, create a function agenda, or create a room block for that opportunity. However, you can perform these operations for the subopportunities of the recurring opportunity. Also, you cannot generate a quote for the opportunity. Instead, you must generate quotes for the subopportunities of that opportunity.

This task is a step in Creating Recurring Events.

To create a recurring event opportunity

1. Navigate to the Opportunities screen, then the List view.

2. In the Opportunities list, create a new record, and select Recurring for the Relationship Type of the record.

3. Complete the remaining fields, and save the record.

   For more information on these fields, see Creating Event Opportunities.